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How to Optimize (and Automate!)
Your Campaigns for Mobile
Brian Rants, Director of Marketing, DMX
Dave Walters, Product Evangelist, Silverpop
@BrianRants
@_DaveWalters
The world isn’t GOING mobile.
It’s already gone.
Leading the revolution?
Students.
78% have mobile device access.
Noel-Levitz 2013 E-Expectations Report
73% would download your app.
Noel-Levitz 2013 E-Expectations Report
65% are up for a text from you.
Noel-Levitz 2013 E-Expectations Report
“My iPhone is…part of my body.”
“We depend more on our phones and texts
than we do on human communication.”
Alexis, freshman at NYU
Other channels still matter…
But increasingly, they
matter in proportion
to how effectively
they support and
drive engagement
back to their
preferred device.
Getting to “the Point”
How we reworked West Point’s email template to make
it responsive to mobile devices
Brian Rants 
@BrianRants
1st Generation Email
Viewed on iPad
•  First generation email:
designed for desktop
•  This two column layout
only works on screens
this size or larger
View this email online
1st Generation Email
Viewed on iPhone5
•  Two column layout is
difficult to read, links
are hard to click. Zoom
is required to read this
message.
1st Generation Email
Viewed on Android OS
•  Only a portion of the
email is viewable on this
platform. User must
scroll to the right to see
the second column
1st Generation Email
Viewed in Gmail App
•  Gmail tries to squeeze
both columns into the
viewport 
•  The result is jarring, the
message is difficult to
comprehend
2nd Generation Email
Viewed on iPhone5
•  Large CTA buttons at
the top and bottom of
the message
•  Single column layout is
easier to read and
doesn’t require zooming
2nd Generation Email
Viewed in Android OS
•  Android breaks the
layout and doesn’t
scale the content like it
is supposed to
•  User is forced to scroll
sideways to read the
entire CTA
2nd Generation Email
Viewed in Gmail App
•  Gmail scales the
content as intended and
the text is very
readable.
3rd Generation email
Viewed in Gmail/Safari
•  Gmail scales the
content as intended and
the text is very readable
View this email online
Our email design progression
1st Gen –
Desktop
•  iPhone: shrinks
email too small
•  Android: no
shrinking, but
requires scrolling
•  Gmail app: two
columns smashed
2nd Gen –
Mobile-friendly
•  Inspired by
Silverpop multi-
screen webinar
•  “The finger is the
new mouse”
•  Touch as primary
behavior
3rd Gen –
Responsive
•  Truly responsive
email; content
“stacks” on
smaller screens
•  Larger buttons
Do’s and don’ts
You have to start somewhere. So start here.
Dave Walters 
@_DaveWalters
DO write in stages
No matter the screen
size…
Subscribers view emails
in stages, making
choices as they go.
Landing Page/Site
Swipe/Click/Tap
Preview/Open
Preheader
Subject Line
From Name
From Name

~25 characters 
Subject Line 

~35 characters 
Preheader

~85 characters 

Stages: From and Subject Matter More than Ever
Stages: Preheaders Are Tertiary Inbox Content
Stages: Preheaders Are Tertiary Inbox Content
DON’T use…
§  Interstitial
boxes
§  Impossible
form fields
Do use…
§  Easy to
navigate
websites
§  Responsive,
“finger-friendly”
landing pages
and forms
DO: Support the subject line with preheader
§  Call-to-action
§  Special offer
§  Reminder
§  Clickable/measurable
Make it creative, useful,
helpful…anything but:
“Trouble viewing this…?”
DO: Go big with buttons & text
§  Body copy: 14px+
§  Headlines: 22px+
§  Buttons: 44px by 44px
Go big: 13px+ sizing
Beware the nav bar scaling!
DO: Look left
§  Tappable touch targets
§  Bulletproof buttons that
don’t rely on an image
(use html/css)
§  Left-hand side
Summing up mobile design:
Scannable
Singular calls to action
Larger fonts
Single columns
Bullet-proof / large CTA buttons
Design for touch …
Automating the entire process
Once your email is mobile, how do you market to
thousands of students?
Dave Walters 

@_DaveWalters
So	
  Now	
  What?	
  
Behavioral Marketing Automation
Real-time, cross-channel, insanely relevant campaigns to
one person at a time automatically driven by analytics of
their actions, preferences and profiles.
Sandra’s	
  Ac+ons…	
  
•  Visited website
•  Visited blog
•  Clicked to Social Page"
(Facebook, Twitter)
•  Visited Community
•  Downloaded Brochure
•  Watched “7 Reasons” Video
•  Submitted Visit Request Form
•  Call Center Conversation
Generating a Behavioral Profile
Behavioral Automation Outputs
•  Triggered Emails
•  Multi-Step Programs
•  Score and Rank
•  Direct Mail
•  Web Content
•  Alerts
- Call Center
- CRM System
- Admissions Rep
Campaign	
  
Program	
  B	
  
Campaign	
  
Program	
  A	
   Any action from any customer of any
Silverpop client can be acted on in
less than one minute across billions of
multi-tenant customer records.
260% lift in product sales over non
automated emails

– Empowering Parents 

Only 4% of emails have been
automated thus far yet they drive 40%
of email revenue "

– S&S Worldwide 
Automated Interactions Work
$45,600	
  
$222,970	
   $228,754	
  
$401,942	
  
$5,155	
  
$76,668	
   $83,419	
  
$162,631	
  
$0
$100,000
$200,000
$300,000
$400,000
$500,000
Broadcast Lifecycle Targeted Clickstream
Monthly	
  revenue Monthly	
  net	
  profit
9x	
  
Note:	
  Metrics	
  and	
  salary	
  costs	
  based	
  on	
  JupiterResearch	
  execu+ve	
  survey.	
  Broadcast	
  assumes	
  $3	
  CPM,	
  and	
  all	
  others	
  
assume	
  $4.5	
  CPM.	
  All	
  assume	
  $89	
  AOV,	
  50	
  percent	
  product	
  margin,	
  and	
  2.8	
  million	
  pieces	
  of	
  mail	
  per	
  month.	
  
Clickstream Email Rocks!
Their Behaviors = Your Business Rules
And finally: Content
Mobile-first design creates simplicity.
Mobile-first copywriting creates clarity.
Brian Rants 
@brianrants
Make it personal
§  What is millennials’
biggest irritation
regarding the email
marketing messages they
receive on their mobile
devices?
§  One in four pointed to
irrelevant or non-
personalized content
Irritating irrelevance
At 25%, top irritation is
non-personalized content
Campaigner
Make it concise
§  Write your copy, then cut
it in half
§  …and in half once again
§  Mission-driven millenials:
tell a story through
videos, images, stories
Pay attention
Millennials switch
media 27x an hour. 
YPulse
Make it clear
You are limited by:
§  Screen space
§  Viewers’ attention spans

So don’t ask the email to do
multiple things. One clear
call to action.
Practical tip
Ask an outsider to read
your email & tell you
“what the point” is.
Make it digital (and mobile friendly!)
§  While other generations
stagnate, millennial use
of internet grew 25%

WSL/Strategic Retail
§  Millennials spend 25
hours a week online,
primarily through mobile

ComScore
16%
67%
18%
Time online by platform
Desktop
only
Desktop
+ Mobile
Mobile
only
Need help?
Videoconference: I can present this to your marketing
team to sow the seeds of “mobile-first” thinking
Brian Rants brian.rants@dmxengage.com

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How to Optimize (and Automate!) Your Campaigns for Mobile

  • 1. How to Optimize (and Automate!) Your Campaigns for Mobile Brian Rants, Director of Marketing, DMX Dave Walters, Product Evangelist, Silverpop @BrianRants @_DaveWalters
  • 2. The world isn’t GOING mobile. It’s already gone.
  • 4. 78% have mobile device access. Noel-Levitz 2013 E-Expectations Report
  • 5. 73% would download your app. Noel-Levitz 2013 E-Expectations Report
  • 6. 65% are up for a text from you. Noel-Levitz 2013 E-Expectations Report
  • 7. “My iPhone is…part of my body.” “We depend more on our phones and texts than we do on human communication.” Alexis, freshman at NYU
  • 8. Other channels still matter… But increasingly, they matter in proportion to how effectively they support and drive engagement back to their preferred device.
  • 9. Getting to “the Point” How we reworked West Point’s email template to make it responsive to mobile devices Brian Rants @BrianRants
  • 10. 1st Generation Email Viewed on iPad •  First generation email: designed for desktop •  This two column layout only works on screens this size or larger View this email online
  • 11. 1st Generation Email Viewed on iPhone5 •  Two column layout is difficult to read, links are hard to click. Zoom is required to read this message.
  • 12. 1st Generation Email Viewed on Android OS •  Only a portion of the email is viewable on this platform. User must scroll to the right to see the second column
  • 13. 1st Generation Email Viewed in Gmail App •  Gmail tries to squeeze both columns into the viewport •  The result is jarring, the message is difficult to comprehend
  • 14. 2nd Generation Email Viewed on iPhone5 •  Large CTA buttons at the top and bottom of the message •  Single column layout is easier to read and doesn’t require zooming
  • 15. 2nd Generation Email Viewed in Android OS •  Android breaks the layout and doesn’t scale the content like it is supposed to •  User is forced to scroll sideways to read the entire CTA
  • 16. 2nd Generation Email Viewed in Gmail App •  Gmail scales the content as intended and the text is very readable.
  • 17. 3rd Generation email Viewed in Gmail/Safari •  Gmail scales the content as intended and the text is very readable View this email online
  • 18. Our email design progression 1st Gen – Desktop •  iPhone: shrinks email too small •  Android: no shrinking, but requires scrolling •  Gmail app: two columns smashed 2nd Gen – Mobile-friendly •  Inspired by Silverpop multi- screen webinar •  “The finger is the new mouse” •  Touch as primary behavior 3rd Gen – Responsive •  Truly responsive email; content “stacks” on smaller screens •  Larger buttons
  • 19. Do’s and don’ts You have to start somewhere. So start here. Dave Walters @_DaveWalters
  • 20. DO write in stages No matter the screen size… Subscribers view emails in stages, making choices as they go. Landing Page/Site Swipe/Click/Tap Preview/Open Preheader Subject Line From Name
  • 21. From Name
 ~25 characters Subject Line 
 ~35 characters Preheader
 ~85 characters Stages: From and Subject Matter More than Ever
  • 22. Stages: Preheaders Are Tertiary Inbox Content
  • 23. Stages: Preheaders Are Tertiary Inbox Content
  • 25. Do use… §  Easy to navigate websites §  Responsive, “finger-friendly” landing pages and forms
  • 26. DO: Support the subject line with preheader §  Call-to-action §  Special offer §  Reminder §  Clickable/measurable Make it creative, useful, helpful…anything but: “Trouble viewing this…?”
  • 27. DO: Go big with buttons & text §  Body copy: 14px+ §  Headlines: 22px+ §  Buttons: 44px by 44px
  • 28. Go big: 13px+ sizing Beware the nav bar scaling!
  • 29.
  • 30. DO: Look left §  Tappable touch targets §  Bulletproof buttons that don’t rely on an image (use html/css) §  Left-hand side
  • 31. Summing up mobile design: Scannable Singular calls to action Larger fonts Single columns Bullet-proof / large CTA buttons Design for touch …
  • 32. Automating the entire process Once your email is mobile, how do you market to thousands of students? Dave Walters 
 @_DaveWalters
  • 34. Behavioral Marketing Automation Real-time, cross-channel, insanely relevant campaigns to one person at a time automatically driven by analytics of their actions, preferences and profiles.
  • 35. Sandra’s  Ac+ons…   •  Visited website •  Visited blog •  Clicked to Social Page" (Facebook, Twitter) •  Visited Community •  Downloaded Brochure •  Watched “7 Reasons” Video •  Submitted Visit Request Form •  Call Center Conversation Generating a Behavioral Profile
  • 36. Behavioral Automation Outputs •  Triggered Emails •  Multi-Step Programs •  Score and Rank •  Direct Mail •  Web Content •  Alerts - Call Center - CRM System - Admissions Rep
  • 37. Campaign   Program  B   Campaign   Program  A   Any action from any customer of any Silverpop client can be acted on in less than one minute across billions of multi-tenant customer records. 260% lift in product sales over non automated emails – Empowering Parents Only 4% of emails have been automated thus far yet they drive 40% of email revenue " – S&S Worldwide Automated Interactions Work
  • 38. $45,600   $222,970   $228,754   $401,942   $5,155   $76,668   $83,419   $162,631   $0 $100,000 $200,000 $300,000 $400,000 $500,000 Broadcast Lifecycle Targeted Clickstream Monthly  revenue Monthly  net  profit 9x   Note:  Metrics  and  salary  costs  based  on  JupiterResearch  execu+ve  survey.  Broadcast  assumes  $3  CPM,  and  all  others   assume  $4.5  CPM.  All  assume  $89  AOV,  50  percent  product  margin,  and  2.8  million  pieces  of  mail  per  month.   Clickstream Email Rocks!
  • 39. Their Behaviors = Your Business Rules
  • 40.
  • 41. And finally: Content Mobile-first design creates simplicity. Mobile-first copywriting creates clarity. Brian Rants @brianrants
  • 42. Make it personal §  What is millennials’ biggest irritation regarding the email marketing messages they receive on their mobile devices? §  One in four pointed to irrelevant or non- personalized content Irritating irrelevance At 25%, top irritation is non-personalized content Campaigner
  • 43. Make it concise §  Write your copy, then cut it in half §  …and in half once again §  Mission-driven millenials: tell a story through videos, images, stories Pay attention Millennials switch media 27x an hour. YPulse
  • 44. Make it clear You are limited by: §  Screen space §  Viewers’ attention spans So don’t ask the email to do multiple things. One clear call to action. Practical tip Ask an outsider to read your email & tell you “what the point” is.
  • 45. Make it digital (and mobile friendly!) §  While other generations stagnate, millennial use of internet grew 25%
 WSL/Strategic Retail §  Millennials spend 25 hours a week online, primarily through mobile
 ComScore 16% 67% 18% Time online by platform Desktop only Desktop + Mobile Mobile only
  • 46. Need help? Videoconference: I can present this to your marketing team to sow the seeds of “mobile-first” thinking Brian Rants brian.rants@dmxengage.com